Our investment philosophy is built on identifying transformative opportunities across sectors and geographies
We target mid-market companies with strong fundamentals and untapped potential, typically in the $50M-$500M valuation range.
Our investment strategy spans multiple continents, with dedicated teams and local expertise in key markets.
Deep market analysis to uncover high-potential opportunities with sustainable competitive advantages
Collaborative approach with management teams to drive operational excellence and strategic growth
Accelerate value creation through capital deployment, talent acquisition, and market expansion
"We invest in companies that shape the future, not chase the past"
Investment Philosophy
Perspectives from our team on markets, strategy, and the evolving landscape of private equity
"In an era of rapid deployment and quick exits, we've found that the most significant value creation happens when you allow companies the time and resources to build sustainable competitive advantages. Our best returns have come from partnerships that span 5-7 years, not 18 months."
"Market downturns reveal which companies have genuine product-market fit and which were riding a wave. We use periods of uncertainty to double down on our convictions and find overlooked opportunities that others abandon too quickly."
"Financial models and market analyses are critical, but we've learned that understanding a management team's culture, decision-making processes, and resilience under pressure is equally predictive of long-term success. People drive outcomes, not spreadsheets."
"The companies that scale most successfully aren't necessarily those with the most capital, but those that deploy it most strategically. We focus on unit economics and operational leverage before adding fuel to the fire."
The next decade of value creation will be defined by companies that combine operational excellence with technological leverage. We seek businesses at the intersection of traditional industries and digital transformation, where proven business models meet modern execution capabilities.
Geographic diversification remains critical, but we're increasingly focused on markets with strong regulatory frameworks, deep talent pools, and maturing consumer bases. Our portfolio balance reflects a strategic blend of established markets for stability and emerging markets for growth.
Our track record speaks for itself:
Consistent outperformance across market cycles through disciplined investment and active partnership
We welcome inquiries from exceptional entrepreneurs, limited partners, and strategic collaborators who share our commitment to building enduring value
Our offices are located in the heart of San Francisco's Financial District, steps from Montgomery Street BART station and adjacent to the Embarcadero. We welcome scheduled visits from portfolio companies, prospective partners, and industry colleagues.
